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RHS Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

RHS Financial’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$363K Sell
4,013
-524
-12% -$48.9K 0.17% 102
2025
Q4 		$406K Sell
4,537
-428
-9% -$37.8K 0.2% 77
2025
Q3 		$433K Sell
4,965
-1,589
-24% -$135K 0.22% 73
2025
Q2 		$547K Sell
6,554
-9,425
-59% -$748K 0.31% 60
2025
Q1 		$1.21M Sell
15,979
-11,984
-43% -$896K 0.68% 44
2024
Q4 		$1.97M Buy
27,963
+384
+1% +$28.3K 1.02% 29
2024
Q3 		$2.15M Buy
27,579
+1,132
+4% +$84.7K 1.08% 29
2024
Q2 		$1.92M Buy
26,447
+2,460
+10% +$181K 1.18% 28
2024
Q1 		$1.78M Buy
23,987
+1,979
+9% +$141K 1.04% 26
2023
Q4 		$1.55M Sell
22,008
-1,893
-8% -$125K 0.98% 26
2023
Q3 		$1.54M Buy
23,901
+4,950
+26% +$331K 1.08% 24
2023
Q2 		$1.28M Buy
18,951
+2,149
+13% +$146K 0.94% 32
2023
Q1 		$1.12M Buy
16,802
+1,046
+7% +$68.6K 0.85% 35
2022
Q4 		$971K Buy
15,756
+5,238
+50% +$308K 0.77% 35
2022
Q3 		$554K Buy
10,518
+2,076
+25% +$122K 0.49% 47
2022
Q2 		$497K Buy
8,442
+2,327
+38% +$149K 0.41% 49
2022
Q1 		$425K Buy
6,115
+2,771
+83% +$196K 0.31% 55
2021
Q4 		$250K Buy
+3,344
New +$251K 0.17% 76

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RHS Financial's IEFA Position: Q1 2026 in Review

RHS Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q1 2026, selling an estimated $48.9K and leaving 4,013 shares worth $363K. The position accounts for 0.17% of the portfolio, ranked #102.

RHS Financial first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.15M in Q3 2024. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • RHS Financial held 4,013 shares of iShares Core MSCI EAFE ETF worth $363K as of Q1 2026.
  • RHS Financial sold 524 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $48.9K.
  • iShares Core MSCI EAFE ETF made up 0.17% of RHS Financial's portfolio in Q1 2026, its #102 holding.
  • RHS Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • RHS Financial's iShares Core MSCI EAFE ETF position peaked at $2.15M in Q3 2024.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.